Jeremiah E. Wassmer
DESTINY WEALTH PARTNERS
Tavares, FL 32778
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CRD#: 6651904
Professional summary
Jeremiah Elijah Wassmer, CFP®, who also goes by Jeremiah Wassmer, Jeremy E Wassmer, is a registered financial advisor currently at DESTINY WEALTH PARTNERS, LLC located in Tavares, Florida.
Jeremiah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jeremiah has worked at 5 firms and has passed the Series 65, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeremiah Wassmer | Jeremy E Wassmer
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1.)NAME: THE LIFE WEALTH GROUP; INV RELATED: YES; ADDRESS:7335 W. SAND LAKE ROAD, SUITE 390, ORLANDO, FL 32819; NATURE: FINANCIAL PLANNING; POSITION: ASSOCIATE PLANNER; START DATE:11/2017; HOURS/MONTH:240; TRADING HOURS/MONTH:160; DUTIES: PARA PLANNER; ASSOCIATE SERVICE ADVISOR PLANNER (2.) AE MEDICARE SOLUTIONS PARTNERSHIP PROGRAM POSITION: Financial Advisor NATURE: Financial Planning, Investment Management, and Insurance Planning. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2022 ADDRESS: 270 W. Plant Street, Suite #240, Winter Garden FL 34787, United States DESCRIPTION: Assisting individuals by providing advice on matter of personal finance, investment allocation and management, as well as insurance products. (.3)MADISON AVENUE SECURITIES, LLC POSITION: Broker Dealer Agent NATURE: Offers securities and advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2018 ADDRESS: 13500 Evening Creek Dr N, Suite 555, San Diego CA 92128, United States DESCRIPTION: I'm an agent of the broker dealer with authority to transact securities for commission.
CRS (Client Relationship Summary) - RIA
Click below to view Jeremiah Elijah Wassmer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
April 30, 2023 - Present
DESTINY WEALTH PARTNERS, LLC
Office #1: 2100 Lake Eustis Dr., Tavares, FL 32778Office #2: 620 N Denning Dr., Winter Park, FL 32789RIA
CRD#: 171346
Tavares, FL
Current
October 28, 2025 - Present
Office #1: 2100 Lake Eustis Dr, Tavares, FL 32778
TAVARES, FL
Past
April 30, 2019 - March 24, 2023
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
WINTER GARDEN, FL
Past
October 23, 2018 - March 24, 2023
MADISON AVENUE SECURITIES, LLC
BD
CRD#: 23224
Winter Garden, FL
Past
May 23, 2016 - October 17, 2017
LEWER FINANCIAL ADVISORS, LLC
RIA
CRD#: 165381
KANSAS CITY, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DESTINY WEALTH PARTNERS, LLC
DESTINY 401(K) | SMART ASSETS OPTIMIZER | SMART ASSET OPTIMIZER | RWM ASSET MANAGEMENT, LLC | RUGGIE WEALTH MANAGEMENT | NICHOLS WEALTH PARTNERS | KCG INVESTMENT ADVISORY SERVICES | EDGE SOLUTIONS | EDGE 401K SOLUTIONS | EDGE 401K FUNDS | DESTINY WEALTH PARTNERS, LLC | DESTINY WEALTH PARTNERS | DESTINY WEALTH MANAGEMENT | DESTINY FAMILY OFFICE | DESTINY 401K
CRD#: 171346 / SEC#: 801-79789
RIA
Registered Investment Advisory firm - (5/28/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(4/30/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
DW
DESTINY WEALTH PARTNERS, LLC
DESTINY 401(K) | SMART ASSETS OPTIMIZER | SMART ASSET OPTIMIZER | RWM ASSET MANAGEMENT, LLC | RUGGIE WEALTH MANAGEMENT | NICHOLS WEALTH PARTNERS | KCG INVESTMENT ADVISORY SERVICES | EDGE SOLUTIONS | EDGE 401K SOLUTIONS | EDGE 401K FUNDS | DESTINY WEALTH PARTNERS, LLC | DESTINY WEALTH PARTNERS | DESTINY WEALTH MANAGEMENT | DESTINY FAMILY OFFICE | DESTINY 401K
CRD#: 171346 / SEC#: 801-79789
RIA
Registered Investment Advisory firm - (5/28/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2100 Lake Eustis Dr., Tavares, FL 32778
Mailing Address
Phone number
(352) 343-2700
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,030 |
| AUM (Assets Under Management) | $ 1,125,679,810 |
Red Flags
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Company Information
DESTINY WEALTH PARTNERS, LLC
CRD#: 171346Tavares, FL 32778TRUST BUT VERIFY
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